A detailed history of Morton Brown Family Wealth, LLC transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 599 shares of IUSG stock, worth $78,666. This represents 0.03% of its overall portfolio holdings.

Number of Shares
599
Previous 471 27.18%
Holding current value
$78,666
Previous $55,000 38.18%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$109.98 - $128.59 $14,077 - $16,459
128 Added 27.18%
599 $76,000
Q4 2023

Jan 26, 2024

SELL
$91.06 - $104.51 $47,533 - $54,554
-522 Reduced 52.57%
471 $49,000
Q4 2021

Feb 11, 2022

BUY
$101.4 - $117.16 $100,690 - $116,339
993 New
993 $115,000

Others Institutions Holding IUSG

About ISHARES CORE S&P U.S GROWTH ET


  • Ticker IUSG
  • Sector ETFs
  • Industry ETFs
More about IUSG
Track This Portfolio

Track Morton Brown Family Wealth, LLC Portfolio

Follow Morton Brown Family Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Morton Brown Family Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Morton Brown Family Wealth, LLC with notifications on news.